HubSpot

セールス・CRM

NeotaskはNeotaskを通じてHubSpotを会話型CRMに変換 - ダッシュボードを操作せずに連絡先、ディール、ワークフロー、プロパティを管理できます。

• 連絡先、ディール、企業のCRMレコードをスケールで検索、作成、一括更新
• ワークフローを離れることなくプロパティ、アソシエーション、エンゲージメント追跡を管理
• ワークフローを確認・監査して自動化設定を理解・最適化

できること

NeotaskはNeotaskを通じてセールス・マーケティングチームにHubSpot CRMへの深いアクセスを提供します。オブジェクト、アソシエーション、プロパティ、エンゲージメント、ワークフローをカバーする21のツールで、収益オペレーション全体を会話で管理できます。

カテゴリ	機能
CRMオブジェクト	すべてのオブジェクトタイプで一覧表示、フィルタ検索、バッチ作成、バッチ更新、バッチ読み取り
スキーマ	データモデルを理解するためのオブジェクトスキーマ取得
アソシエーション	レコード間のアソシエーション作成、一覧表示、アソシエーション定義の取得
プロパティ	プロパティ一覧、詳細取得、新規プロパティ作成、既存プロパティ更新
エンゲージメント	エンゲージメント作成（通話、メール、会議、タスク）、詳細取得、更新
ワークフロー	全ワークフロー一覧、ワークフロー詳細と設定の取得
ユーティリティ	ユーザー詳細取得、フィードバックリンク生成、HubSpot直接リンクの取得

すべてのアクションは自律的に実行されるか、承認を求めるかを選べます。

こう聞いてみよう

• 「交渉ステージで5万ドル以上のディールをすべて検索して」
• 「展示会からの15件のリードの連絡先を作成して「CES 2026」とタグ付けして」
• 「ディールオブジェクトで利用可能なプロパティは？」
• 「これら10件の連絡先のライフサイクルステージをCustomerに一括更新して」
• 「アクティブなワークフローを一覧表示して今月トリガーされていないものを教えて」
• 「このディールをAcme Corpの企業レコードにアソシエートして」
• 「Johnsonディールに通話エンゲージメントを記録 - 15分、価格について話し合った」
• 「連絡先に「希望する連絡方法」のカスタムプロパティを作成して」

活用のコツ

• CRMの一括更新にはバッチ操作を使用 - バッチ作成とバッチ更新は1回で複数レコードを処理。
• プロパティ作成前にスキーマを確認して重複と命名の競合を避ける。
• 検索とバッチ操作を組み合わせる：一致するレコードを見つけてからまとめて更新。
• アソシエーション定義を使ってレコードをリンクする前にリレーションシップモデルを理解する。
• 手動のデータ入力なしでCRMのアクティビティログを正確に保つためにエンゲージメント追跡を使用する。
• ワークフローを四半期ごとに監査 - Neotaskがすべてのワークフローを一覧表示して最近トリガーされていないものをフラグできます。

Plans

Works Well With

• AirOps - Connect Box and Snowflake with Neotask to automate document analytics pipelines, sync enterprise files into your data wa...
• Airtable - Sync HubSpot CRM contacts with Airtable databases. Neotask keeps your sales pipeline and project data aligned automatica...
• Amplitude - Connect Amplitude and HubSpot to unify product analytics with CRM data. Sync behavioral insights and trigger campaigns f...
• Apollo - Use Apollo.io and HubSpot together to keep your sales prospecting and CRM in lockstep. Neotask automates contact sync, s...
• Apple Reminders - Connect HubSpot and Apple Reminders to automate follow-ups, sync tasks, and keep your sales pipeline moving without manu...
• Asana - Connect Asana and HubSpot with Neotask AI. Sync deals to tasks, automate sales project handoffs, and keep your CRM and p...
• Atono - Connect Atono and HubSpot with Neotask to automate CRM workflows, sync contacts, and close deals faster. No code require...
• Attio - Connect Attio and HubSpot to sync contacts, deals, and pipeline data automatically. Keep both CRMs in sync without manua...
• Beehiiv - Connect Beehiiv and HubSpot with Neotask to sync newsletter subscribers directly into your CRM, automate lead management...
• Calendly - Sync Calendly meetings to HubSpot automatically so every booked call is logged and followed up.
• ClickUp - Bridge ClickUp tasks and HubSpot deals so your project and sales teams always work from the same data.
• Confluence - Connect ActiveCampaign and Consensus with Neotask to automate evidence-based marketing campaigns, enrich contacts with r...
• Discord - Connect Dart and Google Sheets with Neotask to automate task exports, sync project data, and keep your spreadsheets upda...
• Docusign - Automate the DocuSign HubSpot integration to send, track, and close contracts directly from your CRM pipeline without sw...
• Dropbox - Connect HubSpot and Dropbox to link files to CRM deals and contacts automatically.
• Duolingo - Connect Discord and PayPal with Neotask to automate payment alerts, member access, invoicing, and community monetization...
• Figma - Connect HubSpot and Figma to link design files to CRM deals and contacts.
• Firecrawl - Connect Firecrawl web scraping with HubSpot integrations to enrich CRM data, automate lead research, and power smarter s...
• Flutterwave - Connect Flutterwave and HubSpot to automate payment tracking, sync transaction data to CRM records, and close deals fast...
• Freshsales - Connect Freshsales and HubSpot to sync contacts, deals, and pipeline data in real time. Eliminate duplicate records and ...
• Gamma - Connect Flutterwave and Google Calendar with Neotask to automate payment scheduling, subscription reminders, and billing...
• GitHub - Connect GitHub and HubSpot with Neotask to sync code activity with your CRM, automate deal updates from PRs, and keep sa...
• Gmail - Generate payment documents from Paystack transactions. Neotask automates receipt creation, payment reports, and financia...
• Gong - Connect Gong and HubSpot with Neotask to sync conversation intelligence directly into your CRM. Automatically log call i...
• Google Analytics - Combine Google Analytics website behavior data with HubSpot CRM contacts and deals. Neotask unifies your marketing attri...
• Google Calendar - Route Intercom conversations to the right Slack channels so nothing slips through the cracks.
• Google Drive - Connect HubSpot and Google Drive to auto-create deal folders and sync documents to CRM records.
• Google Forms - Connect HubSpot and Google Forms to send form responses directly to your CRM.
• Google Sheets - Connect HubSpot to Google Sheets automatically and keep your CRM data, contacts, and deals perfectly synced.
• Infobip - Connect HubSpot and Infobip with Neotask to unify your CRM data with omnichannel messaging — SMS, WhatsApp, and more — a...
• Intercom - Connect Intercom and HubSpot to sync conversations, contacts, and deals. Automate your CRM chat integration.
• JFrog - Connect HubSpot and JFrog with Neotask to sync release data, automate CRM updates, and align your dev and sales pipeline...
• Jira - Link Jira issues and HubSpot deals so your engineering and sales teams share context on every customer request.
• Klaviyo - Connect HubSpot and Klaviyo to sync contacts, trigger email flows from CRM events, and keep your segments accurate witho...
• Linear - Connect HubSpot and Linear to sync CRM data with engineering issue tracking.
• Mailchimp - Connect Mailchimp and HubSpot to sync contacts, campaigns, and engagement data automatically.
• Mercury - Connect HubSpot CRM with Mercury banking to automate sales finance workflows, sync deal data with payments, and keep you...
• Microsoft Clarity - Connect HubSpot and Microsoft Clarity to align behavioral analytics with CRM data, improve conversion rates, and optimiz...
• Microsoft Teams - Connect HubSpot CRM to Microsoft Teams for real-time deal and lead notifications.
• Microsoft To Do - Connect HubSpot CRM with Microsoft To Do using Neotask. Automate task creation from deals, sync follow-ups, and keep you...
• Mixpanel - Connect HubSpot CRM with Mixpanel product analytics using Neotask. Sync contact behavior, conversion events, and revenue...
• Monday.com - Connect HubSpot and Monday.com to sync deals with project boards automatically.
• NetSuite - Connect NetSuite and HubSpot with Neotask AI. Sync customers, orders, and deals automatically. No code required.
• Notion - Sync HubSpot deal and contact data into Notion databases so your team has client context without switching apps.
• OpenAI - Connect HubSpot and OpenAI with Neotask to automate CRM workflows, generate AI sales content, and enrich contact and dea...
• PayPal - Connect PayPal and HubSpot with Neotask AI. Sync payment data to your CRM, trigger workflows from transactions, and trac...
• Pendo - Connect HubSpot CRM with Pendo product analytics using Neotask. Sync in-app behavior, guide engagement, and feature adop...
• Perplexity - Connect HubSpot and Perplexity with Neotask to automate AI-powered sales research, enrich CRM records with real-time int...
• Pipedrive - Connect HubSpot and Pipedrive to sync contacts, deals, and activities. Migrate or run both CRMs together.
• QuickBooks - Connect QuickBooks and HubSpot to sync invoices, payments, and customer data between accounting and CRM.
• Salesforce - Sync contacts, deals, and pipelines between Salesforce and HubSpot automatically.
• Segment - Connect Segment and HubSpot with Neotask AI. Sync customer data, automate marketing workflows, and unify your CDP with y...
• SendGrid - Connect SendGrid and HubSpot to sync email delivery events with CRM contacts automatically.
• Shopify - Connect your Shopify store to HubSpot CRM and turn every purchase into a qualified lead automatically.
• Slack - Connect HubSpot and Slack for real-time deal alerts, lead notifications, and pipeline updates.
• Smartsheet - Connect HubSpot and Smartsheet with Neotask. Automatically sync deals, contacts, and pipeline stages to Smartsheet rows ...
• Snowflake - Connect Snowflake and HubSpot with Neotask AI. Sync customer data, enrich CRM records, and automate reporting across you...
• Square - Connect Square and HubSpot with Neotask AI. Sync POS customers to your CRM, trigger campaigns from purchases, and track ...
• Stripe - Connect HubSpot and Stripe to automate CRM payment workflows. Sync deals, invoices, and customer data between your CRM a...
• System Agent - Connect HubSpot and Software AG to automate CRM middleware integration, sync enterprise data, and streamline workflows w...
• Trello - Connect Trello boards to HubSpot CRM so sales tasks and deal data stay aligned.
• Twilio - Connect Twilio and HubSpot with Neotask AI to automate SMS campaigns, sync call logs, and trigger CRM workflows from con...
• Webflow - Connect HubSpot and Webflow to capture form leads and sync CRM data with your website.
• WhatsApp - Connect HubSpot CRM with WhatsApp to automate outreach, log conversations, and close deals faster.
• Xero - Connect Xero and HubSpot with AI. Sync invoices, contacts, and deals automatically - no manual data entry, no errors, no...
• Zapier - Connect Zapier and HubSpot to build CRM automation that goes beyond basic Zap logic.
• Zoho - Connect Zoho and HubSpot to sync contacts, deals, and pipelines automatically. Eliminate duplicate data entry and keep y...
• Zoom - Automate your HubSpot Zoom integration to log calls, create meetings, and update contacts without leaving your CRM.

その他のセールス・CRMインテグレーション

• Apollo.io - Neotask上のNeotaskがApollo.ioを自律型営業エンジンに変えます - 見込み客の検索、企業情報のエンリッチメント、メールシーケンスの管理、分析の提供を行い、担当者はクロージングに集中できます。
• Crossbeam - NeotaskはCrossbeamを通じてパートナーエコシステムデータを解放します - Neotaskがアカウントの重複、パートナーシグナル、コセールの機会を表面化し、パートナーシップが実際に収益をもたらします。
• Pipedrive - NeotaskはPipedriveを最も応答性の高いディールマネージャーにします - Neotaskが平易な言葉でパイプラインの照会、更新、レポートを処理する。
• Zoho CRM - 会話からZoho CRMを操作 - NeotaskとNeotaskがあなたの言葉をCRMアクションに変換します。
• Freshsales - NeotaskでFreshsalesパイプラインを管理 - オープンソースのエージェントエンジンNeotask搭載。
• Salesforce - NeotaskはNeotaskをSalesforceに接続してCRMを自走させます - レコードのクエリ、メタデータのデプロイ、組織の管理、営業オペレーション全体の自動化が可能です。

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